13FBOX
Horizon Family Wealth, Inc. · 13F 持仓分析
期权收益计算器 机构排行

Horizon Family Wealth, Inc.

No.6818 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.19亿
环比变动 Q1 2026
+$2,982.5万+15.8%
持仓股票数
93
新买入
6
加仓
62
减仓
22
清仓
1
持股不变
3
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
SSPDR道富系列信托BILS
9.54%9.17%$2,090.1万21.0万股$1,735.5万17.5万股+3.6万股+20.50%加仓
V先锋领航指数基金VUG
6.72%7.51%$1,471.8万17.1万股$1,421.4万3.3万股+13.8万股+425.06%加仓
G高盛·ACTIVEBETA INTERNATIONAL EQUITY ETFGSIE
6.69%7.23%$1,465.2万32.1万股$1,368.1万31.7万股+3,403股+1.07%加仓
IiShares安硕信托IVW
6.07%5.86%$1,329.6万9.7万股$1,108.8万9.8万股-1,351股-1.38%减仓
TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC
5.05%6.16%$1,105.7万7.8万股$1,166.5万9.3万股-1.5万股-16.41%减仓
PPUTNAM ETF TRUSTPVAL
4.57%4.53%$1,001.0万19.6万股$856.8万18.5万股+1.2万股+6.39%加仓
V先锋领航·MIDVO
4.17%4.35%$914.3万11.3万股$823.4万2.9万股+8.5万股+295.76%加仓
I景顺交易所交易基金信托RZG
2.82%2.55%$617.9万8.5万股$483.2万8.5万股+162股+0.19%加仓
S道富SPYV
2.6%2.77%$570.3万9.4万股$524.9万9.3万股+1,047股+1.13%加仓
伯克希尔哈撒韦BRK.B
2.31%2.68%$507.0万1.0万股$507.5万1.1万股-457股-4.32%减仓
IiShares安硕·INTERNATIONAL EQUITY FACTOR ETFINTF
2.1%2.29%$459.8万11.2万股$433.7万11.1万股+950股+0.85%加仓
BBRANDES INTERNATIONAL ETF (USD)BINV
2.04%2.16%$446.9万10.7万股$408.4万9.9万股+7,419股+7.49%加仓
JANUS SMALL CAP GROWTH ALPHA ETFSWK
1.94%1.66%$425.3万4.6万股$313.5万4.5万股+934股+2.09%加仓
I景顺交易所交易基金信托PWV
1.82%1.93%$398.9万5.3万股$365.0万5.2万股+281股+0.54%加仓
IiShares安硕信托IMCG
1.82%1.69%$398.5万4.1万股$320.1万4.1万股-93股-0.23%减仓
I景顺交易所交易基金IIDIVG
1.74%1.93%$381.2万10.5万股$365.3万10.6万股-563股-0.53%减仓
V先锋领航指数基金VB
1.73%1.76%$379.2万1.3万股$333.5万1.3万股-222股-1.74%减仓
JJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders International Equity EtfBBIN
1.58%1.73%$345.8万4.4万股$328.3万4.5万股-611股-1.36%减仓
IiShares安硕信托IJK
1.56%1.51%$341.5万2.9万股$285.8万2.8万股+659股+2.32%加仓
IiShares安硕信托SGOV
1.45%1.31%$318.4万3.2万股$248.1万2.5万股+6,978股+28.31%加仓
V先锋领航全球基金VFH
1.36%1.28%$297.8万2.3万股$241.9万2.0万股+2,600股+12.98%加仓
I景顺·S&P MIDCAP QUALITY ETFXMHQ
1.22%1.31%$266.5万2.4万股$247.0万2.4万股-289股-1.21%减仓
V先锋领航指数基金VOO
1.17%0.92%$256.9万3,741股$173.6万2,906股+835股+28.73%加仓
RRJ EAGLE VERTICAL INCOME ETFRJVI
1.11%1.27%$242.9万9.7万股$240.8万9.7万股+274股+0.28%加仓
F富兰克林邓普顿ETF信托FSML
1.02%$222.9万7.2万股$00股+7.2万股新买入
谷歌AGOOGL
0.96%0.94%$210.7万5,897股$177.2万6,162股-265股-4.30%减仓
苹果AAPL
0.93%0.94%$204.5万7,069股$178.1万7,019股+50股+0.71%加仓
F第一信托·EXCHANGE-TRADED ALPFTC
0.91%0.83%$198.5万1.0万股$157.9万1.0万股+1股+0.01%加仓
SSPDR道富系列信托SHM
0.9%1.29%$196.9万4.1万股$244.2万5.1万股-1.0万股-19.59%减仓
SSPDR行业精选信托XLK
0.89%0.76%$195.4万1.0万股$143.5万1.1万股-540股-5.00%减仓
英伟达NVDA
0.88%1.03%$192.0万9,597股$195.9万1.1万股-1,633股-14.54%减仓
I景顺·S&PSPHQ
0.87%0.83%$189.6万2.1万股$157.9万2.1万股+45股+0.21%加仓
IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB
0.86%0.99%$188.7万3.9万股$187.5万3.9万股+419股+1.08%加仓
迪士尼DIS
0.75%0.91%$165.0万1.7万股$172.8万1.8万股-790股-4.41%减仓
SSPDR行业精选信托XLU
0.68%0.76%$148.2万3.3万股$144.5万3.1万股+1,179股+3.74%加仓
泛林集团LRCX
0.67%0.39%$147.0万3,392股$73.2万3,426股-34股-0.99%减仓
IINVESCO EXCHANGE TRADED FD TR S&P500 PUR VALXMHQ
0.63%$138.3万1.2万股$00股+1.2万股新买入
摩根大通JPM
0.6%0.31%$131.7万4,024股$58.3万1,982股+2,042股+103.03%加仓
DDAVIS FUNDAMENTAL ETF TRDINT
0.59%0.56%$129.2万4.5万股$105.7万3.9万股+6,068股+15.45%加仓
美国运通AXP
0.57%0.56%$124.6万3,685股$106.0万3,504股+181股+5.17%加仓
亚马逊AMZN
0.56%0.54%$123.4万5,179股$101.6万4,878股+301股+6.17%加仓
台积电TSM
0.54%0.42%$118.2万2,475股$78.6万2,326股+149股+6.41%加仓
V先锋领航斯科茨代尔基金VGIT
0.51%0.3%$111.2万1.9万股$55.9万9,394股+9,458股+100.68%加仓
高盛GS
0.5%0.45%$110.5万1,092股$84.3万996股+96股+9.64%加仓
微软MSFT
0.5%0.34%$109.2万2,927股$63.7万1,720股+1,207股+70.17%加仓
博通AVGO
0.48%0.45%$105.4万2,789股$84.4万2,728股+61股+2.24%加仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
0.48%0.51%$104.8万6,603股$96.4万6,576股+27股+0.41%加仓
VertivVRT
0.43%0.37%$94.5万2,821股$69.6万2,777股+44股+1.58%加仓
IiShares安硕·COREIJR
0.43%0.41%$93.9万6,334股$78.5万6,317股+17股+0.27%加仓
IISHARES MSCI SOUTH KOREAETFEWY
0.41%0.26%$90.2万4,469股$49.8万4,045股+424股+10.48%加仓

🧭 机构资金流板块热力图

净流出 净流入